Routing Forensics

Lead routing guides

• Your Salesforce lead assignment rule is not working. Here is why.Why a Salesforce lead assignment rule sends leads to the wrong owner or the default queue, and how to check each cause yourself.
• Leads are stuck in a Salesforce queue. Where and why.How to find leads waiting in Salesforce queues, the usual reasons they wait (no members, Omni-Channel, fallback queues) and how to stop it.
• Your round robin is still giving leads to people who left.Why round robins in LeanData, Traction Complete and Salesforce keep assigning leads to deactivated users, and how to find every one.
• Traction Complete is not pulling untouched leads back.Why Traction Complete retraction does not pull back untouched leads, and the two settings to check first, including history logging.
• LeanData is routing, but some leads are going nowhere.How to find LeanData routing errors, pools with nobody available and members who have left, including a queue change the log does not flag.
• HubSpot contacts are arriving without an owner.Why HubSpot contacts end up with no owner or a late owner, how to find them, and what to check in your rotation and workflows.